Not available in 2012
Previously offered in 2009, 2008, 2007, 2006, 2005, 2004
Aims to provide a broad overview of the nature and scope of individual financial planning in the Australian context. This course provides specific coverage of the major components necessary for the development of individual financial plans and the regulatory environment in which practising financial planners operate. Emphasis is market orientated and thus quantitative, supported by conceptual theory.
Objectives1. To enable students to understand the key conceptual, methodological and regulatory considerations involving imvestment, superannuation, retirement planning, risk management and estate planning needs of individuals. 2. To compare and contrast strategies. 3. To analyse taxation implications of alternative investments and strategies. 4. To appreciate the changing financial planning environment and key issues facing the financial planning sector. | |||
ContentProvides a broad overview of the nature and scope of individual financial planning in the Australian context. Provides specific coverage of the major components necessary for the development of individual financial plans. | |||
Replacing Course(s)NA | |||
TransitionNA | |||
Industrial Experience0 | |||
Assumed KnowledgeACFI1020, STAT1050 or ECON1130 or a 10 unit 1000 level Mathematics course. | |||
Modes of DeliveryInternal Mode | |||
Teaching MethodsLecture Tutorial | |||
Assessment Items
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Contact HoursLecture: for 2 hour(s) per Week for Full Term Tutorial: for 1 hour(s) per Week for Full Term |